ORGANISATIONS

Commonly used organisations can be added to the system so that they can be used to quickly fill in contact details. For example, the Quality Care Commission

Organisations added to the system will be visible and available for all users to use, however, you can only edit an organisation that has been added from the same operational home as your user account

To access, click Manage Organisations in the CASI dashboard

to open the Organisations list

Add a new organisation

Click Add Organisation

Fill in details for the organisation

Click Save

The organisation is added and appears in the list.

Edit an organisation

Only organisations added by the same operational home can be edited

Click the pencil edit button next to the organisation to edit

Make the appropriate changes

Click save

To use an organisation

When adding or editing contact information for example an involved party etc, click the Organisations button to pop up a list of available organisations to select from

Select the required one from the list to populate the address fields etc